Company: Triovest Finance Advisory Private Limited
Location: Hyderabad
Job Type: Full-Time, Work From Office
Salary: ₹18,000 – ₹25,000 per month + incentives
Experience: Freshers to 2 years
Job Description
We are hiring a Junior Financial Coach – Client Support to support our clients in personal finance, home loans, EMIs, budgeting, cash flow management, and financial worksheets.
This is a client-support and learning-based role. Selected candidates will be trained for 30 days on our systems, client handling, home loan basics, personal finance concepts, and follow-up process.
Key Responsibilities
- Speak with clients over phone, WhatsApp, and Zoom.
- Collect basic financial information from clients.
- Help clients complete finance worksheets and forms.
- Explain basic concepts related to EMI, loans, budgeting, and cash flow.
- Track client doubts and follow-ups.
- Update client details in CRM, Google Sheets, or Excel.
- Coordinate with senior team for advanced finance or loan-related cases.
- Support clients during program implementation.
Required Skills
- Good communication skills in Telugu and English.
- Interest in personal finance, loans, budgeting, and client guidance.
- Basic knowledge of Excel or Google Sheets.
- Comfortable speaking with clients.
- Responsible, patient, and good at follow-ups.
Preferred Qualification
B.Com, M.Com, BBA, BBM, MBA Finance, or any finance-related degree.
Suitable For
Finance freshers, client support candidates, customer support executives, academic counsellors, student counsellors, or candidates interested in learning personal finance and client guidance.
Work Location
Hyderabad – Work From Office
Interested candidates can apply with their updated resume.
Pay: ₹20,000.00 - ₹25,000.00 per month
Benefits:
Application Question(s):
- What do you understand about EMI, budgeting, and cash flow management?
- If a client is confused about their home loan EMI and monthly expenses, how will you collect information from them?
- Are you comfortable speaking with clients, explaining basic finance concepts, and updating their details in Excel/CRM?
Work Location: In person
